The [Company] Training Needs Survey

Below you will find the current [Company] including a section on employee engagement. The deadline for completion is September 30th.

Please put aside time to complete this survey as accurately and honestly as possible. It is a critical step in creating our organizational development plan and enabling you to achieve success in your current role. This inFORMation will help the HR Team to deliver the best training to meet your specific needs.

When working on the survey, please note that you do not need to complete the entire survey in one session. It is OK to complete part of the survey, then submit your responses and complete the rest of the survey at a later date. The link sent to you through email will give you access to your questionnaire during the data collection period. You can access the survey as often as needed.

The only purpose of this survey is to help you identify training priorities. The scores have no other purpose. It makes no difference if you rate yourself as mostly 3 with some 4’s or mostly 4’s with some 5’s - as long as it helps you to identify which areas you most want training or development.

The Organizational Climate section of the survey is designed to get a baseline for employee engagement and satisfaction. Please be honest but also constructive and thoughtful in your input and most of all understand that the goal of the survey is to help us understand more about your thoughts regarding our organizational development initiatives.

The results of this entire survey are confidential and will only be shared with HR. They will be available in early October.

Please send any questions to the HR Department.

Thank you for your participation in this survey.

---

Demographics

Please complete this section to help us make accurate conclusions for specific work groups.
None of this inFORMation will be used to identify individuals.

Which area do you work in?

Branch/Member Contact Center Lending/Card Services Back Office/Other

Please indicate how long you have worked for the [Company]:

Less than one year 1-2 years 3-4 years 5-10 years 10+ years

List the type of training and development you have received at [Company] in the last two years.


Please select up to 5 topics that reflect your most important development and training needs.

Coaching and Mentoring CU products and services Financial principles and practices Leadership 1O1 Managing PerFORMance Conflict resolution Building Teams Business development

Strategic Planning Budgeting Project Management Identifying member needs-cross selling Presentation Skills IT Systems and new Tech Office Applications (Word, Outlook, Excel) Other

Communication	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Understanding written sentences and paragraphs in work related documents.
Giving full attention to what other people are saying.
Understanding how to provide effective feedback to others.
Knowing how to ask insightful questions.
Comments:
Interpersonal Skills	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Addressing critical issues in a timely manner.
Demonstrating an understanding for other points of view.
Recognizing and rewarding behavior that contributes toward excellent perFORMance.
Knowing how to adapt to meet the needs of the individual or situation.
Comments:
Conflict Resolution	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Knowing how to facilitate constructive conversations.
Identifying areas of agreement and common ground.
Knowing how to think of alternative solutions to resolve conflicts.
Understanding how to deal with employee grievances.
Comments:
Collaboration & Partnership	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Knowing how to work and collaborate with others to accomplish goals and objectives.
Understanding how divisions and departments can work better together.
Knowing how to share inFORMation and communicate better throughout the organization.
Comments:
Adaptability	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Working more effectively in changing environments.
Being able to adjust priorities to better meet changing City goals.
Knowing how to be more flexible and open to new ideas.
Comments:
Achievement & Action	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Knowing the appropriate course of action to address workplace issues.
Getting things done on time and within budget.
Understanding how to simplify business processes and procedures.
Comments:
Time Management & Planning	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Knowing how to make more effective use of electronic calendars and To-Do lists.
Knowing how to prepare for contingencies.
Dealing more effectively with distractions and interruptions.
Comments:
Accountability	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Accepting responsibility and accountability for achieving goals and objectives.
Holding others accountable for their actions.
Giving advance warning on potential problems and issues that may affect others.
Comments:
Analytical & Problem Solving Skills	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Asking the right questions to better understand or evaluate situations.
Knowing the best way to divide problems into more manageable components.
Knowing how to develop innovative solutions to solve the root cause of problems.
Comments:
Business Case Skills	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Understanding credit union products and services.
Able to perFORM basic and intermediate math functions as part of job responsibilities.
Understanding of Microsoft Office – Word, Excel, PowerPoint, Outlook.
Knowing proper cash handling procedures.
Viewing problems from a business perspective.
Able to develop plans to achieve goals in an environment of competition and constraints.
Able to identify, analyze, measure and monitor risk.
Able to analyze, report and monitor financial transactions and accounts.
Understanding of financial principles and practices.
Understanding of aspects of exceptional member and internal customer service.
Understanding of credit union compliance and regulations.
Able to obtain resources, overcome problems and deal with ambiguity to be productive without guidance or direction from others.
Comments:
Financial Fundamentals	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Understanding how to interpret financial data, balance sheets and income statements.
Understanding how to monitor spending, expenses and budgets.
Understanding how to develop realistic and accurate forecasts.
Understanding good telephone etiquette.
Comments:
Teamwork	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Encouraging collaboration with others.
Facilitating conflict resolution and mediation.
Understanding how to give constructive feedback.
Comments:
Innovation	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Understanding how to develop solutions or methods using our products and services.
Knowing how to challenge standard practices and current procedures.
Implementing best practice methods within the department.
Comments:
Personal Effectiveness	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Keeping up with changes in technologies.
Knowing what opportunities are available for professional development.
Analyzing interpersonal problems instead of reacting to them.
Comments:





---





Vice Presidents, Directors, and Managers Only

The following section applies to Vice Presidents, Directors, and Managers (i.e., people with management responsibilities). If you are not a director or manager or have management responsibilities, you may skip this and go on to the next section. If you wish, you may choose to Hide these sections by using the button below.

If you are not a VP, Director, or Manager, click the button below. Thanks.



	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Understanding how to communicate a vision that generates enthusiasm and commitment.
Knowing how to articulate the department's strategy and objectives.
Understanding how to influence, inspire and motivate others.
Knowing how to act as an inspirational role model for other members of team.
Understanding how to take responsibility and be accountable for actions.
Knowing how to inspire and instill accountability within his/her team.
Understanding how to coach others.
Knowing how to mentor others.
Understanding how to identify strengths of others.
Knowing how to delegate tasks appropriately.
Knowing how to regularly review individual perFORMance and communicate expectations/redirection/praise as needed.
Knowing how to effectively manage team perFORMance, making tough decisions when required.
Comments:






---




Change Management	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Understanding how to work collaboratively with others to implement changes.
Knowing how to successfully manage resistance to changes.
Understanding the fundamental principles of change management.
Comments:
Project Management	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Knowing how to handle multiple projects and tasks simultaneously.
Understanding how to set priorities, organize and coordinate phases of projects.
Knowing how to work with business/consultants to assess their needs and define project parameters.
Comments:
Economic Insight	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Understanding how to effectively develop and use resources (people, time and money) to improve organizational perFORMance.
Knowing how to make tough decisions promptly and objectively as well as assess the implication of a decision.
Knowing how to actively seek to reduce costs to improve profitability.
Able to develop strategies, work products, and solutions that are non-obvious and valuable.
Comments:
Relationship Sales	None 1	Little 2	Some 3	Good 4	Fully 5	N/A
Understanding how to establish and grow relationships with current and prospective members.
Understanding how to support business development activities.
Knowing how to build relationships with the members by establishing rapport and trust.
Understanding how to identify member needs through the use of effective questioning and investigation.
Knowing how to overcome member objections.
Understanding how to identify and analyze key business drivers and competitive intelligence to drive desired outcomes.
Understanding and knows how to articulate product marketing messages.
Knowing how to utilize the appropriate data to accurately forecast sales.
Knowing how to create back-up plans for each quarter to ensure goals are achieved.
Knowing how to use technology.
Comments:





Employee Engagement	Strongly Disagree	Disagree	Neither Agree Nor Disagree	Agree	Strongly Agree	N/A
I am clear about my daily priorities.
I feel I am well prepared and have the tools to succeed in my role as an associate, supervisor, manager, or top leader.
I am satisfied with my manager’s communication and interpersonal skills.
When an issue arises affecting the organization, we construct solutions by taking into account everyone’s needs.
"Team" is the best description of how my co-workers and I function.
Supervisors, managers, and leaders across units speak with one voice on policies, procedures, and implementing decisions.
When making operational decisions, my manager seeks my opinion.
Decisions are clear and are communicated effectively organization-wide.
We hold one another accountable when working in teams.








I would benefit most from training and development programs focusing on (check all that apply):

Team building and working across units


Conflict resolution


Problem solving


Time management


Change management


Delegation skills


Decision-making


Motivating others


Coaching


Succession planning


Other





Final Comments

Please include any general comments you would like to add regarding this survey, training and development,
or [Company].